+95.7%
TT vs SEI
+668.7%
-573.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.4% | -3.7% | +3.7% |
| 7D | +1.7% | -4.3% | +6.0% | +1.9% |
| 30D | -11.8% | -18.0% | +6.2% | -10.5% |
| 3M | -12.6% | +8.2% | -20.8% | -14.3% |
| 6M | -9.4% | -13.9% | +4.5% | -9.5% |
| YTD | +8.8% | +37.0% | -28.2% | +2.7% |
| 1Y | -2.5% | +24.5% | -27.0% | -7.4% |
| 3Y | +95.7% | +681.1% | -585.4% | +60.3% |
| All | +95.7% | +668.7% | -573.0% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling